Trusted Advisor Podcast Series

Private Family Trust Companies provide far more than governance oversight and trust administration support. While effective governance structures and fiduciary responsibilities remain essential, long-term success also depends on meaningful family engagement. By fostering communication, educating future generations, aligning family values, and encouraging active participation, trust companies can h...

Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen resilience and connection across generations.

Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss ways to build an excellent plan for successful inheritance.

in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations. 

Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists, the human costs of unprepared trustees, and how real trustee education—grounded not only in law and ta...

Rod Zeeb and Christopher Holtby explore why the true transformation in trust administration doesn't lie in statutes or jurisdictions, but in the shift in posture and mindset of corporate trustees as they engage with families and their financial advisors.

Rod Zeeb and Caleb Breakey explore the power of honest storytelling as a pathway to healing multigenerational wounds, showing how transforming painful memories into tools for legacy—rather than sources of shame—can reshape family narratives. By facing the past with truth and compassion, we create space for the rising generation to reclaim their voice and write their own story with freedom, strengt...

When it comes to preparing the rising generation, traditional financial literacy programs often miss the mark - failing to create meaningful behavior change 99% of the time. Rod Zeeb and Rachel Gil discuss why effective rising generation engagement begins with the entire family, not just the kids or heirs in isolation, offering practical tools for advisors and families to build real engagement, cu...

In this episode, Rod Zeeb sits down with Doug Gray to explore the power of effective 360 assessments in driving business performance. Together, they unpack how well-designed 360 assessment tools can uncover blind spots, enhance team dynamics, and develop stronger leaders at every level. Whether you're a business owner, executive, or advisor, you'll gain practical insights into using 360 assessment...

Rod Zeeb speaks with Josh Kanter as Josh dives into the world of modern estate planning, exploring how to build flexibility into your trusts so they evolve with your family’s changing needs. Josh breaks down strategies to create adaptable, resilient structures that protect your legacy and serve generations to come—because a trust should grow with your family, not hold it back.

Beneficiary Well-Being Trust Provisions Beyond the 2024 Delaware Trust Act

Rod Zeeb speaks with Matthew Jarvis about the importance of collaboration between financial advisors and estate planning attorneys to ensure clients' estate documents align with their wishes. Learn about the key factors that clients take into consideration when choosing professionals to work with and strategies to encourage clients to take action on estate planning to avoid complications in the fu...

Rod Zeeb and Lori Coonen, Chief Learning Officer discuss culture, how to build it, and why it is important to the success of families.

Why do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational wealth.

Kristin Keffeler , Marlis Jansen , and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.

How do you find your Focus? Rod and Tammi Brannan of Blueprint Process , discuss how you can find your Purpose, which is your reason for being here. Once you know that, you're motivated to select only those projects and relationships that help you fulfill that reason. Focus is then naturally achieved and on point for you, your people, and God.

To sustain a legacy of transgenerational success requires a focus on the family side of the family wealth equation. Conventional wisdom says that family governance is the way to do that. In this episode, Thomasina Williams , Founder of Sankofa Legacy Advisors , shares a leadership development approach for going beyond family governance to build a Connected & Capable Family™ of engaged stewards...

How important is the coordination of a family’s legacy plan and their values with their assets and valuables? In this podcast, Rod Zeeb and Paul Binnion of Hanlon Investment Management discuss where the industry is lacking today and how they envision correcting those shortcomings.

Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, all...

Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen , a licensed t...

Rod Zeeb and Donald Dee of Rare Coins of New Hampshire , discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic environment, precious metals and numismatic markets are now providing robust returns an...

Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.

Rod’s conversation with Kristin Keffeler , Founder & Principal of Illumination 360 , continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.